Caller Verification Training Questions

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Verification Questions

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Heather

Estados Unidos

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Caller Verification Training Questions


Caller Verification Training QuestionsVersión en línea Verification Questions por Heather 1 What information has to be collected for verification if an applicant/assignee does not have the certificate #? a Applicant/Assignee’s SSN, Insured’s DOB, and one additional piece of information (beneficiary, servicing agent, or last transaction). b Applicant/Assignee DOB, Insureds SSN, Address, Phone c Applicant/Assignee SSN & DOB d None of the above 2 If we can see in Dynamics the owner is calling from the phone number we have on record, do we still need the owner to verbally verify the phone number we have on file? a No b Depends c Yes d Not sure 3 What fields need to be filled in within the Dynamics call software for the verification button to appear? a Contact/Requester Name, Cert #, Relationship, Address b Contact/Requester Name, Cert #, Relationship c Name, Cert #, Relationship d Contact/Requester Name, Relationship 4 What information does an agent need to provide for us to verify them? a 3 digit Region & 4 digit Agent number b Region code only c Agent name and ID d 2 digit Region & 5 digit Agent number 5 What is needed to change or remove a password from a member’s account? a verbal request from member b Email confirmation only c Printed form without signature d Signed written request with notary signature & stamp 6 If a member has a password on their account but cannot verify the password, what certificate information can be provided? a Certificate number only b None c Last four digits of SSN d Password hint 7 What information does a insured owner need to provide to verify themselves? a DOB, SSN, Cert #, Address, Phone b Name, Phone, Email c DOB, SSN, Address d Cert #, Address 8 What information does an assignee or applicant need to provide? a Cert #, Address, Email, DOB b Cert #, Address, phone last four of SSN c Phone number, Email, SSN d DOB of insured, Email 9 What information does a payor need to provide? a Full SSN b Bank routing number c Cert # if available d Payor name and contact 10 What information does a beneficiary need to provide? a Policy number b Beneficiary name only c Insured name only d Insured Name & Beneficiary name

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Caller Verification Training Questions

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Caller Verification Training QuestionsVersión en línea

por Heather

What information has to be collected for verification if an applicant/assignee does not have the certificate #?

If we can see in Dynamics the owner is calling from the phone number we have on record, do we still need the owner to verbally verify the phone number we have on file?

What fields need to be filled in within the Dynamics call software for the verification button to appear?

What information does an agent need to provide for us to verify them?

What is needed to change or remove a password from a member’s account?

If a member has a password on their account but cannot verify the password, what certificate information can be provided?

What information does a insured owner need to provide to verify themselves?

What information does an assignee or applicant need to provide?

What information does a payor need to provide?

What information does a beneficiary need to provide?